Morningstar

Vanguard FTSE Social Index Fund Institutional Shares VFTNX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $52.87  /  +0.63 %
  • Fund Size $29.5B
  • Adjusted Expense Ratio 0.030%
  • Net Expense Ratio 0.090%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 0.88%
  • Turnover Ratio 7%
NAV and 1-Day Return as of

Morningstar’s Analysis VFTNX

Will VFTNX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VFTNX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VFTNX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VFTNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Large-cap exposure for investors with ESG considerations.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

Vanguard FTSE Social Index delivers on its environmental, social, and governance remit without sacrificing the benefits of a broadly diversified, market-cap-weighted portfolio.

by Lan Anh Tran
Rated on Published on

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Portfolio Holdings VFTNX

More VFTNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.73 3B
Technology

Apple Inc

8.80 3B
Technology

Microsoft Corp

6.96 2B
Technology

Amazon.com Inc

4.42 1B
Consumer Cyclical

Alphabet Inc Class A

3.66 1B
Communication Services

Broadcom Inc

2.98 883M
Technology

Alphabet Inc Class C

2.96 876M
Communication Services

Meta Platforms Inc Class A

2.91 862M
Communication Services

Micron Technology Inc

2.19 649M
Technology

Tesla Inc

1.89 560M
Consumer Cyclical

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